Footstool Financial

08/31/2026

Most inheritances won’t trigger a federal income tax bill. But what you inherit and what happens afterward mean other tax rules may come into play.

Most inheritances won’t trigger a federal income tax bill. But what you inherit and what happens afterward mean other tax rules could come into play.

08/27/2026

Conventional rules don't count savings, lack of debt or credit score as much as a monthly income. But there are alternative routes you can take.

08/24/2026

In this week's Ask the Editor Q&A, Joy Taylor answers five tax questions for investors, including queries on capital gains and qualified small business stock.

In this week's Ask the Editor Q&A, Joy Taylor answers five tax questions for investors, including queries on capital gains and qualified small business tock.

08/20/2026

Estate tax and inheritance tax are both often referred to as "death taxes," but they aren’t the same when it comes down to who pays.

08/17/2026

Money doesn’t come with a roadmap, but your goals still need directions.

That’s where a financial advisor helps. Not just with investments, but with real-life planning: protecting what matters most, building confidence, and creating a clear path forward. Because wealth isn’t just what you earn. It’s what you plan for.

Ready to turn intentions into action? Let’s talk about your next step.

https://bit.ly/4zsIfP0

08/13/2026

The Federal Reserve has remained cautious about interest rates as inflation concerns have heightened, leading to uncertainity about the state of the US economy.

Federal Reserve officials have sent mixed signals on the path of interest rates as inflation concerns have intensified, fueling uncertainty about the outlook for the US economy.

08/10/2026

Your target retirement age is looming, but you're not sure you're on track to retire the way you want? Here are some action items to consider.

Your target retirement age is looming, but you're not sure you're on track to retire the way you want? Here's what to do.

08/06/2026

No one can predict exactly what long-term care needs may look like later in life. This article examines how the likelihood, duration, and level of an extended care need can vary, and what those differences may mean for individuals and their families.
https://bit.ly/4hiuBam

08/03/2026

Charitable gifts with retained life estates allow you to support a cause you care about while continuing to enjoy your property. This strategy can offer significant tax benefits and help preserve your family's wealth. Read the full article to learn more about how this works and other important disclosures and then let’s see if this strategy is a good fit for your financial goals. https://bit.ly/4xcf2Wo

07/30/2026

Delaying Social Security reform could have negative effects on the bond market and the economy, new research shows.

Social Security's trust fund that helps pay retirement benefits is projected to run out in late 2032. New research finds that may pose serious economic risks.